Adviser Profile
| As of Date | 11/27/2025 |
| Registration status | Registration Changed to PRIVATE WEALTH MANAGEMENT LLC |
| Contact Info | (70 xxxxxxx |
| AUM* | 123,011,111 83% |
| of that, discretionary | 123,011,111 83% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,348,309 91% |
| % High Net Worth | 63.64% 2% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds